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Confirm the Real Issue Before You Start Solving - 3/10/26


Have you ever gone “down the rabbit hole?”  It involves going deep into some topic, some discussion – with analysis that creates complexity as much as it resolves it.  And that dive into the rabbit hole often starts with a simple question. Going down that rabbit hole takes time and Read more

One Question to Prevent a Follow-up Call - 3/3/26


The way some performance metrics work, you would think companies would prefer for their staff to talk to the same customer 4 times on the same topic for 8 minutes each rather than talking to them once for 10 minutes.  Many management metrics are too focused on average length Read more

Stay Calm When the Customer Isn’t - 2/24/26


There are all sorts of others’ emotions that you have to deal with as a customer service professional.  The other person could be anxious or upset, they could be angry or agitated.  It can run the gamut of emotions, but for you to deal with them in the best Read more

Don’t Begin with the Dead End in Mind - 2/17/26


Habit #2 of Stephen Covey’s “Seven Habits of Highly Successful People” is “Begin with the End in Mind.”  It speaks to the need to have a clear vision or goal for what you’re trying to ultimately achieve, so you understand the purpose of what you’re doing.  It helps you Read more

Explain without Over Explaining - 2/10/26


The customer has a question, and we have an answer.  They need to learn something, and we’re in the position to be the educator.  There’s a process they have to go through, and we need them to understand. We know so much, and we could impart so much, but sometimes Read more

Look for a Stop Sign - 2/3/26


As a customer service professional, what you say matters.  The information you’re providing is useful.  The direction you’re giving the other person is helpful.  But... As you’re speaking, you also need to be reading.  Reading the other person.  Watching the customer, determining whether and how they’re receiving what you’re sharing.  Read more

When They Want the Supervisor - 1/27/26


Maybe you did your best with the customer, or maybe the customer didn’t even give you a chance.  They want to talk to your supervisor.  They see you, notice your title does not have “supervisor” or “manager” or “director” or “President and CEO” in it, so they want to Read more

Identify Your Point of Empathy - 1/20/26


I was watching a webinar recently on empathy.  The speaker mentioned that empathy - to a large extent - is something that you are born with.  It’s something that’s very difficult to learn.  And while I agree that some people are predisposed to being empathetic and understanding of others Read more

Pressure is a Privilege, but... - 1/13/26


When athletes are asked about the pressure of a playoff match or a late-game situation, many times they will say that “pressure is a privilege.”  In other words, usually pressure exists because you’re in a match that matters most.  It exists because you are a player put in a Read more

While I’ve Got You on the Phone… - 1/6/26


I’m a big planner.  Whether it’s strategic planning or planning out the year or planning my week first thing on a Monday morning, I like to plan.  I do this because it gets all of my action items documented and ensures that I have some understanding of what I Read more

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Peer Recognition Made Easy – 4/10/18

Posted on April 10, 2018 in Customer Service Tip of the Week Please leave a comment


There may be one manager in the department. There may be one supervisor over your division. Those individuals may see you interact with customers, but usually your conversations with your customers are out of the sight of leadership.

Every day you make a difference, and often you’re working side-by-side with co-workers who are also making a difference. So, if we rely only on leadership to recognize us, we’re losing out on one of the greatest sources of recognition – our peers.

A Quick Story – The client called their account representative, Beverly, with a request about the monthly lawn service they were scheduled to provide. Beverly offered some suggestions to the client, noted that Jeremy would be onsite the next day and could provide more information, and shared how knowledgeable Jeremy is on this particular topic.

Jeremy delivered what Beverly promised, and the client sent a thank you e-mail to Beverly, noting and appreciating Jeremy’s patience and information shared. Beverly then routed the kudos to Jeremy and his supervisor.

It was simple.

The employee heard something positive about a co-worker, and let the co-worker know. The employee experienced a co-worker going above and beyond, and she simply shared that information with him.

Beverly could have just heard the compliment, but she took an extra few seconds to share that compliment with others in the organization. This form of peer recognition is exceptionally easy – all you have to do is to share what you hear positively with that co-worker and potentially with their supervisor.

Many of us appreciate being appreciated, but for many of us all the appreciation comes solely from the fulfillment of doing your job well or the occasional but all-too-rare accolades we receive from supervisors. If instead we take on an attitude of appreciation and a desire to point out the positives of peers, we’re filling up people with accolades by simply passing on the positives that the customers share.

Make peer recognition a part of your everyday job. Simply pass along customer kudos.

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General George Patton on Customer Service – 4/3/18

Posted on April 3, 2018 in Customer Service Tip of the Week Please leave a comment


Here’s a quote from General George Patton: “Plans must be simple and flexible. They should be made by the people who are going to execute them.”

We’ve worked with enough companies to know that employees get irate when they’re told about plans too late or they’re not involved in any way, shape, or form in the decision-making process. Therefore, they’re given last minute instructions and plans that – oftentimes – they know will not work as designed. This lack of frontline employee input can easily lead to a lack of success.

But not all plans are strategic in nature or need to be executive-driven. Many plans – especially those that are more situational – can be developed by individual employees. You are the ones who are going to be executing these plans. You are the ones who are going to tailor them to the situation or the individual that you are interacting with at the time.

Therefore, create plans to cover some of these important but common situations:

  • You’re asked a question, and you don’t have the knowledge or experience to answer.
  • The customer complains and then demands immediate resolution.
  • You’re given a last minute project by a supervisor, when you already have competing deadlines on other projects.
  • The other person is making a request that you know cannot be addressed the way they want it addressed, or in the timeframe they want it addressed.
  • The customer asks about a product or service that you don’t have or don’t deliver.
  • The customer complains about your co-worker, your company, or some issue that occurred years ago.

 
These are all typical issues that many of us may run into occasionally (or frequently!). Instead of putting yourself in a position to have to come up with the perfect answer on the spot, create plans for how you would address each of the situations.

Yes, the customer and the specific concern may to be unique in every case. However, if you have a plan, your comfort and confidence level will rise, and you will eliminate one variable of the equation when determining how to address the situation.

Create simple and flexible plans for common (but important) situations.

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A PB&J Customer Service Lesson – 3/27/18

Posted on March 27, 2018 in Customer Service Tip of the Week Please leave a comment


When my daughter was in elementary school, she had a teacher who gave the kids an assignment – write instructions on how to make a peanut butter and jelly sandwich.

Simple enough, right?

When the assignment was turned in, the teacher stood at her desk, pulled out a loaf of bread, a jar of peanut butter, and a jar of jelly, and she began to read the first student’s instructions out loud – “Put peanut butter on bread.”

So, the teacher put the loaf of bread in the center of her desk, and she slammed the jar of peanut butter on top of it. Some students laughed; others sat in disbelief.

The teacher began to read the second student’s instructions – “Place a slice of bread on a plate, and spread peanut butter on the bread.”

The teacher opened the bag with the loaf of bread, pulled out a slice, took a paper plate off the shelf, and put the slice of bread on the plate (so far, so good!). Then she unscrewed the top of the peanut butter jar, put her hand in, grabbed some peanut butter, and spread it by hand on the slice of bread.

This was met with equal groans of “Ewwww!” and “Gross!”

The teacher was illustrating how the kids need to be thorough in their descriptions/instructions. When explaining what to do or how to do something, we can’t assume that the person reading what we’re writing will make the correct assumptions about what we mean. If we want them to be clear, we need to be specific enough to be understood correctly.

Think about the instructions you give co-workers and customers on how to do a task – how to complete a form, sign-up for a service, submit documentation, provide you with information. If you want it done a specific way, you have to be very specific in providing instructions.

Make sure you get what you want in the form you want it from others. Don’t assume others will interpret general instructions the same way.

Learn from this PB&J Customer Service Lesson.

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